Administrative Assistant Wells Fargo Advisors

About this role:

Wells Fargo is seeking an Administrative Assistant to support the Wells Fargo Advisors Cleveland Complex.

In this role you will:

• Partner with Branch Manager on leadership activities across multiple branches, including growth initiatives & overall branch strategy
• Serve as a key liaison and subject matter expert on firm policies, updates, and operational processes, assisting problem solving & rollouts of firm initiatives and projects
• Participate and support team engagement efforts, including recognition and branch events, and professional development
• Advocate for team member growth, development, and career progression
• Manage marketing initiatives and support business development efforts across the branch
• Build and maintain community partnerships, including sponsorships and volunteer activities
• Lead new employee onboarding, including support in new Financial Advisor & staff recruiting and transitions
• Oversee staffing changes and act as liaison between leadership, recruiters, and candidates
• Manage technology, equipment, and upgrades, including troubleshooting and logistics
• Oversee branch operations including file management, expenses, invoicing, and facilities coordination

Required Qualifications:

• 1+ year of Administrative Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Experience working in the financial services industry
• Ability to manage changing travel itineraries, schedule events, assist with internal and external presentations, accurately manage expense reimbursement, manage a busy calendar and appointments
• Experience working with project management
• Ability to handle confidential material in a professional manner
• Excellent verbal, written, and interpersonal communication skills
• Strong attention to detail and accuracy skills
• Strong organizational, multi-tasking, and prioritizing skills
• Experience supporting senior level leaders/executives
• Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills

Job Expectations:

• Relocation assistance is not available for this position
• This position is not eligible for Visa sponsorship
• This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
• Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.

Posting Location:

• 950 Main Ave Cleveland, OH

Pay Range
 

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

• Health benefits
• 401(k) Plan
• Paid time off
• Disability benefits
• Life insurance, critical illness insurance, and accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings
• Commuter benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement

Posting End Date:

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace.  Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.